B

Baird Portfolio holdings

AUM $9.78B
1-Year Est. Return 11.39%
This Quarter Est. Return
1 Year Est. Return
+11.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.37B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$37.2M
2
+$34.3M
3
+$30M
4
MCD icon
McDonald's
MCD
+$24.9M
5
CAH icon
Cardinal Health
CAH
+$20.5M

Top Sells

1
+$46.4M
2
+$44.6M
3
+$33.7M
4
APA icon
APA Corp
APA
+$31.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$15.9M

Sector Composition

1 Industrials 12%
2 Technology 10.98%
3 Healthcare 9.73%
4 Financials 9.31%
5 Energy 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$868K 0.02%
8,554
-1,102
627
$863K 0.02%
23,020
+1,526
628
$859K 0.02%
17,733
+5,421
629
$857K 0.02%
+27,525
630
$856K 0.02%
11,225
-5
631
$855K 0.02%
5,324
632
$852K 0.02%
20,647
633
$844K 0.02%
46,691
-40,404
634
$840K 0.02%
22,471
+2
635
$838K 0.02%
+141,503
636
$831K 0.02%
29,650
+200
637
$831K 0.02%
+10,540
638
$820K 0.02%
29,194
-25
639
$812K 0.02%
98,313
+81,597
640
$783K 0.01%
10,442
-735
641
$782K 0.01%
+13,831
642
$782K 0.01%
12,538
+5,276
643
$777K 0.01%
114,654
-1,225
644
$776K 0.01%
59,362
+5,688
645
$776K 0.01%
20,529
+25
646
$773K 0.01%
+22,781
647
$771K 0.01%
18,062
+50
648
$767K 0.01%
19,625
+1,584
649
$766K 0.01%
29,468
+2,935
650
$756K 0.01%
11,142
24 25
26
27 28